Hubspot Sales from a CFO perspective
January 08, 2019
Hubspot Sales from a CFO perspective
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with HubSpot Sales
It is being used by the Sales and Service team (to track deals from initiation to delivery) as well as by Accounting & Finance (to forecast cash flows and manage accounts receivable).
- Allows the customization of the workflow of sales, production and delivery process.
- Manages communication with customers
- Has robust search functionality
- Integration with Gmail and/or Outlook needs to allow for linking emails to specific deals, not just to contacts or companies
- Open API
- Greatly reduces the number of internal emails regarding specific deals.
- Helps Sales and Service people to stay on top of lots of small deals at once
Hubspot is much more easily configured, has a cleaner, more intuitive interface and design.